Financial Planner / Tax Advisor / Certified Public Accountant (CPA) Job at Everett Wealth Management, Nashville, TN

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  • Everett Wealth Management
  • Nashville, TN

Job Description

Financial Planner / Tax Advisor / Certified Public Accountant (CPA)

Step into a high-impact advisory role where your CPA skills will not only guide clients through complex financial landscapes but shape their long-term prosperity. Join our collaborative financial team as the go-to expert on tax strategy and planning, with a seat at the table for big-picture financial decision-making.

Why You Should Apply
  • Meaningful work with clients who value strategic insight, not just number-crunching
  • Bonus opportunities to reward your expertise
  • Comprehensive benefits including health, dental, vision, life insurance, and 401(k) with matching
  • Paid time off and a steady Monday–Friday schedule
What You’ll Be Doing
  • Prepare and review tax projections, especially those involving Roth conversions
  • Lead long-term tax planning strategies for individual clients
  • Draft and file client tax returns with precision and compliance
  • Provide data-backed analysis for comprehensive financial planning
  • Collaborate across departments to enrich the client experience
About You
  • Desire a job that's about people and not just numbers
  • Hold an active CPA license
  • Adept at navigating Roth conversions and long-term tax forecasting
  • Familiarity with estate law, wills, and trusts gives you an edge
  • Bonus: You bring a knack for client education and proactive guidance

We invite qualified candidates who are passionate about accounting and eager to contribute their expertise to apply for this exciting opportunity as a Certified Public Accountant.

Job Type: Full-time

Pay: $95,000.00 - $105,001.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus opportunities

Application Question(s):

  • Do you currently hold an active CPA license?
  • Please concisely explain your approach to analyzing Roth conversions for clients.

Ability to Commute:

  • Nashville, TN 37204 (Required)

Job Tags

Full time, Shift work, Monday to Friday,

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